What We Provide

Our Bookkeeping Team

• You will have a dedicated account manager along with dedicated bookkeepers who will understand your expectations, help onboard your clients, and meet their ever-changing needs.
• Our bookkeeping team is comprised of college-graduates and professional accountants who are experts in US GAAP and IFRS accounting principles
• All work is manager-reviewed to ensure our final product meets or exceeds your expectations.
• Our bookkeepers consist of QuickBooks experts and certified QuickBooks trainers who utilize QuickBooks Enterprise and QuickBooks Online tools to provide you with “best in class” bookkeeping services.

 

Our Platform

• Designed by CPAs for CPAs and professional accountants, our platform was built to meet the bookkeeping needs of accounting firms.
• Your customized dashboard allows you to monitor the status of all jobs.
• You are able to communicate directly with your dedicated bookkeeping team at any point in time! Feel free to discuss special client situations, changes in job expectations, or to simply say thanks!
• Create jobs or use our job scheduler to let us create routine jobs for you! Your clients and bookkeeping team will be notified that a job was created.
• Track budgeted hours vs actual hours worked on each job to ensure our bookkeeping team is meeting your expectations.
• Our platform provides the same modern conveniences to your clients as well! You are able to exchange documents with your clients, forward your client's uploaded documents to your bookkeeping team, and even allow your clients to communicate directly with our bookkeepers!
• Prefer to use your own bookkeepers? We can set up your team with the CPAFlow platform so you can take advantage of our user-friendly workflow management and communication tools offered by our innovative software.

 

Peace of Mind

Our platform allows you to be as hands-on as you desire in the bookkeeping process. In the CPAFlow platform, you can review and approve the work performed by our bookkeepers or allow us to relay the completed financials statements directly to your clients. Customize your level of involvement in the bookkeeping process! CPAFlow is all about making your bookkeeping experience easier without compromising quality or timeliness. Spending less time involved in bookkeeping means you can spend more time focusing on what really matters — growing your business.

 

Services We Offer

Bookkeeping Services

• Recording all bank and credit card transactions.
• Bank and credit card reconciliations.
• Provide tax-ready financial statements including Income Statement and Balance Sheet.
• Accounts Payable – Entering and paying vendor invoices.
• Accounts Receivable – Creating invoices, posting payments received, and collections.
• Vendor invoice approval routing and payment system using our partnership with Bill.com
• Specialized financial reporting such as Cash Flow Statements, trend analyses, government – required financial reports, profitability analysis, customer and vendor agings, or any other reports your clients need.

 

Pricing

CPAFlow offers accounting firms competitive hourly rates for bookkeeping services; rates vary depending on the number of hours needed. To ensure margins are maximized for each task performed by your dedicated bookkeeping team, the CPAFlow platform allows you to set budgets and track the progress for each job. Please contact our sales team to obtain a quote for your specific bookkeeping needs.

 

Onboarding

Your dedicated account manager will ensure a proper and complete onboarding process. This includes understanding your expectations and priorities as a CPA, discussing every client to ensure we understand each of their needs, and full training on the use of the CPAFlow platform.

 

Security

• All data is securely stored on Microsoft certified servers ensuring your data is protected under the highest level of data security possible.
• Our platform and all of your files are available to you 24/7.